WFH Customer Onboarding Consultant
About the position Virtualite Business Process Outsourcing Services partners with entrepreneurs and growing organizations to streamline operations through virtual support and digital process management solutions. Our focus on reliability, efficiency, and scalable growth allows our clients to operate at a higher level. We are currently hiring customer onboarding consultants to join our growing sales team to guide new customers through a smooth and professional onboarding experience. You’ll help clients understand next steps, confirm details and ensurethey feel confident moving forward with Virtualite’s solutions. In this role: Welcome new customers and guide them through onboarding steps from start to finish Lead onboarding calls and virtual meetings to confirm needs, expectations, and timelines Collect key information and ensure documentation is completed accurately Identify early expansion or upsell opportunities during onboarding Maintain detailed notes and progress tracking in CRM tools
Responsibilities
- Welcome new customers and guide them through onboarding steps from start to finish
- Lead onboarding calls and virtual meetings to confirm needs, expectations, and timelines
- Collect key information and ensure documentation is completed accurately
- Identify early expansion or upsell opportunities during onboarding
- Maintain detailed notes and progress tracking in CRM tools
Requirements
- Experience in onboarding, customer success, or account management is a plus but not required
- Strong communication skills and a professional, client-first approach
- Organized, dependable, and comfortable managing multiple accounts at once
- Ability to work independently in a remote environment
- Tech-savvy and comfortable using CRM systems and virtual tools
- Motivated by goals and committed to delivering an excellent customer experience
Nice-to-haves
- Experience in onboarding, customer success, or account management is a plus but not required
Benefits
- Competitive compensation with performance-based incentives
- Benefits including medical, dental, vision, 401(k), and paid time off
- Fully remote, work-from-home flexibility
- Ongoing training and leadership support
- Growth opportunities within a scaling organization